RF&L WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- ACTON, Massachusetts
- CRD number
- 140210
- Registered since
- May 17, 2006
- Website
- www.rflwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.53%
- Individuals6.26%
- Corporations / Businesses2.39%
- Charitable Organizations1.58%
- Pension & Profit Sharing Plans0.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Rf&L Wealth Management, LLC is an independent, SEC-registered registered investment adviser formed in 2006 and organized as an LLC with individual ownership. The firm serves both individuals and families as well as institutional clients and acts as a capital allocator, selecting third‑party managers in addition to managing portfolios directly. Core advisory activities include portfolio management for individuals/small businesses and for businesses/institutions, plus the selection of other advisers. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities17%
- Cash & Cash Equivalents13%
- US Government Bonds4%
Contacts
3 of 3ANDREW HASS
Investment AdvisorCRD 6597191
Ryan Hass
Co-PresidentCRD 6616911
RODNEY HASS
Founding MemberCRD 4754157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$121M in ETFs
44%
$53.7M
56%
$67.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $18.1M | 289,809 | 14.95% |
Location
ACTON, MA
MIDDLESEX
Location
ACTON, MA
Headquartered in ACTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 525 Massachusetts Ave
- Time zone
- ET (UTC-5)
- Office locations
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